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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,006 | $162,136-79.0% | $152,301-77.7% | $154,746-78.0% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 33.10% | 91.02%-57.9pp | 80.50%-47.4pp | 172.34%-139.2pp |
| Employer contribution / active EE | $4,703 | $4,890-3.8% | $4,624+1.7% | $4,379+7.4% |
| Participant deferral / active EE | $11,057 | $8,341+32.6% | $8,004+38.1% | $6,730+64.3% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |